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Bank of Montreal
BMO

Overview Fund Activity

488 hedge funds and large institutions have $33.8B invested in Bank of Montreal in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 149 reducing their positions, and 42 closing their positions.

Holders
488
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.38%
New
52
Increased
179
Reduced
149
Closed
42
Calls
$784M
Puts
$676M
Net Calls
+$108M
Net Calls Change
-$129M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$1.32B
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$307M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$296M
5
Goldman Sachs
5
Goldman Sachs
New York
$440M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.22B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$1.13B
3
Bank of America
3
Bank of America
North Carolina
$200M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.28B
5
Morgan Stanley
5
Morgan Stanley
New York
$142M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.22B 63,706,340 -2,487,368 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.8B 28,617,952 +544,767 +2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.49B 25,807,892 +565,462 +2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.85B 18,932,889 -292,816 -2%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.47B 15,066,307 +1,438,222 +11%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$1.32B 14,069,787 +3,874,573 +38%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.28B 13,143,397 -1,352,192 -9%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$1.13B 11,562,814 -2,364,877 -17%
Fidelity International
9
Fidelity International
Bermuda
$964M 9,873,335 +693 +0%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$957M 9,794,115 +605,630 +7%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$884M 9,052,109 +177,592 +2%
Norges Bank
12
Norges Bank
Norway
$719M 7,362,372 -850,212 -10%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$669M 6,848,396 +1,128,281 +20%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$557M 5,694,687 -61,090 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$543M 5,558,955 -29,625 -0.5%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$475M 4,864,624 -679,314 -12%
Goldman Sachs
17
Goldman Sachs
New York
$440M 4,503,324 +1,741,729 +63%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$435M 4,453,044 +473,084 +12%
Legal & General Group
19
Legal & General Group
United Kingdom
$409M 4,187,204 +4,454 +0.1%
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$374M 3,827,130 +3,512,716 +1,117%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$352M 3,606,334 -2,534 -0.1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$339M 3,468,623 +141,977 +4%
SC
23
Scotia Capital
Ontario, Canada
$333M 3,408,562 +129,608 +4%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$326M 3,334,320 +209,448 +7%
Capital Research Global Investors
25
Capital Research Global Investors
California
$307M 3,146,828 +3,146,828 New
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